See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,690 | $115,882+30.0% | $100,516+49.9% | $158,922-5.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.23% | 34.79%-21.6pp | 30.89%-17.7pp | 302.83%-289.6pp |
| Employer contribution / active EE | $37,500 | $4,103+814.0% | $3,418+997.3% | $4,761+687.6% |
| Participant deferral / active EE | $19,500 | $6,674+192.2% | $6,270+211.0% | $5,982+226.0% |
| Admin fee / account holder | $599 | $10,995-94.6% | $8,081-92.6% | $11,246-94.7% |